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State tax filing
I wasn't aware that we had overcontributed until we were preparing our filing! So the excess amount is still in the account and we'll just have to pay the tax. That's fine.
If we didn't remove the excess, didn't contribute in 2024, and didn't take any withdrawals from the account, do we need form 8889? It sounds like we don't need to because the excess is reported in form 5329?
March 31, 2025
6:57 PM